Wall Street Exchange Interns Learn Foundations for Professional Excellence

On July 7, 2026, interns in the FWA’s Wall Street Exchange (WSE) Program came together virtually for the fourth session of the summer, titled “Strategic Communications,” sponsored by Joele Frank. Jordan Resnick, HR Specialist, and Heather Wallach, Talent Acquisition Manager, introduced interns to Joele Frank and the world of strategic communications, a field many interns had never considered as part of the financial services landscape. Jordan and Heather explained that Joele Frank advises companies through their most consequential moments, from mergers and acquisitions to shareholder activism, restructuring, leadership transitions, and crisis response, ranking as the #1 U.S. M&A PR advisor and #1 shareholder activism defense advisor in the industry. To bring the firm’s work to life, Jordan and Heather walked interns through several high-profile engagements, including Joele Frank’s support of Warner Bros. Discovery, a current client, as an example of how the firm helps companies navigate high-stakes, high-visibility situations in real time. The discussion underscored that effective strategic communications require not just managing a narrative, but protecting a company’s credibility with every audience watching, from investors and employees to the media and the public. Jordan and Heather also broke down the many disciplines that fall under the strategic communications umbrella, including investor relations, corporate and media relations, governance and corporate stewardship, design, and digital strategy. They emphasized that the firm hires like a law firm, bringing on Account Associates directly out of undergrad, and encouraged interns interested in the field to build strong writing skills, stay current on financial news through outlets like The Wall Street Journal and Bloomberg, and consider Joele Frank’s summer internship or full-time Account Associate programs as a path into the industry. Interns had the opportunity to ask questions throughout the presentation before breaking into small groups to discuss their key takeaways from the session and reflect on what they had learned so far this summer. Many interns shared that the session reshaped their understanding of what a career in PR actually looks like, moving past common misconceptions to reveal a discipline built on strategy, judgment, and relationships. Several groups also highlighted the session’s emphasis on soft skills, noting how much communication, adaptability, and emotional intelligence matter in a field so often mistaken for being purely about writing press releases. At the conclusion of the session, the WSE spun the wheel to award a CFA Society Student Membership, sponsored by the CFA Society, to Sarah Convery. Congrats, Sarah! A huge thank you to Jordan Resnick, Heather Wallach, and the entire Joele Frank team for giving interns a behind-the-scenes look at the strategic communications industry. The WSE Co-Chairs and Committee extend their sincere thanks and appreciation to the President’s Circle Firms, the Partnership Circle Firms, and the Friends of FWA for their unwavering support and generosity to the interns and the Wall Street Exchange Program. 

Interns participating in the 2026 Wall Street Exchange (WSE) Program gathered virtually for the program’s second session, an interactive panel discussing “Networking Best Practices.” Sponsored by S&P Global, Northwestern Mutual, and Wells Fargo, the session brought together three financial services professionals to share how they have built and sustained meaningful relationships throughout their careers. The discussion was moderated by Dan Yu, Co-Founder of FutureProof You and Director of Partnerships at the talent development nonprofit Ascend Leadership . After a long career on Wall Street, Dan pivoted to recruiting and career coaching, work that has since taken him from coaching college students to C-level executives. He set an energetic, conversational tone for the panel, joined by Jena Angeliadis, Executive Director and Senior Lead Product Manager at Wells Fargo; Antonietta Gaudio, Recruiting Operations Manager at Northwestern Mutual; and Christina Siekierski, Senior Product Manager at S&P Global.  Jena traced her own path across American Express, JPMorgan Chase, and now Wells Fargo, encouraging interns to think of networking less as a transaction and more as an ongoing practice built on curiosity and follow-through. She pointed to her own career transitions, including launching the Chase Sapphire Reserve for Business card, as proof that relationships built early in a career often resurface in unexpected and valuable ways later on. Drawing on nearly 14 years in talent acquisition, Antonietta spoke about her “white glove” approach to building trust, urging interns to lead every interaction with empathy and authenticity rather than a polished pitch. She reminded the group that confidence in networking is built from within, and that the goal of any conversation should be genuine connection, not simply a foot in the door. Christina offered a product manager’s view of networking, describing how cross-functional relationships across product, commercial, and client teams at S&P Global have been just as important to her growth as relationships built outside the office. She encouraged interns to treat every colleague, not just senior leaders, as a connection worth investing in. To help interns put the panel’s advice into action, Dan closed the session with five “homework” assignments to complete in the weeks ahead: Update your LinkedIn profile Build a Linktree or dotcard Join or start a virtual networking group Reply to your three oldest unanswered text messages, using voice text Call someone you haven’t spoken with in a year A huge thank you to Dan Yu, Jena Angeliadis, Antonietta Gaudio, and Christina Siekierski, and to S&P Global, Northwestern Mutual, and Wells Fargo, for helping interns build the confidence and tools to network with purpose. At the conclusion of the session, the WSE Committee awarded a CFA Society New York student membership to Angela Lin. The WSE Co-Chairs and Committee extend their sincere thanks and appreciation to the President’s Circle Firms, the Partnership Circle Firms, and the Friends of FWA for their unwavering support and generosity to the interns and the Wall Street Exchange Program.

The 2026 Wall Street Exchange (WSE) Program celebrated the start of its landmark 50th year on June 7 with an o rientation and networking session hosted by the CFA Society New York at its Manhattan headquarters. This year, WSE brings together 45 students from 28 universities representing 18 diverse financial institutions, insurance companies, fintech firms, and other organizations across the financial services industry. The evening provided participants with an opportunity to meet their peers, engage with FWA volunteers and program leaders, and gain insight into the experiences and opportunities that will shape their summer journey. FWA President Albana Theka welcomed the 2026 cohort and shared words of encouragement as interns began this important chapter in their professional development. She emphasized the value of cultivating meaningful relationships, seeking out mentors, remaining open to new perspectives, and taking full advantage of the opportunities available through WSE. Elizabeth Park, CFA Society New York’s Director of Membership, then introduced participants to the Society’s mission, resources, and commitment to advancing professionalism within the investment industry. Joy Lowenwirth of th e CFA Institute continued, highlighting the importance of ethical leadership, continued education, and lifelong learning while providing attendees with valuable insight into the CFA designation and the evolving landscape of the financial profession.